Sentences with phrase «gain or loss on»

The basis is subtracted from the sales price (with certain adjustments) to determine the gain or loss on the house.

This means that if prices move by less than $ 5.00, then the trader will see no gain or loss on his trade.

A taxpayer generally realizes capital gain or loss on the sale or exchange of virtual currency that is a capital asset in the hands of the taxpayer.

This helps crypto users know if they've had a gain or loss on their crypto transactions.

If it is, a taxpayer generally realizes a capital gain or loss on the sale.

It's not whether you have a paper gain or loss on a given day, it's whether to buy, sell or hold.

Gain or loss on the sale or redemption of shares in the fund are measured by the difference between the amount received and the adjusted tax basis of the shares.

Gain or loss on the sale or redemption of shares in a fund is measured by the difference between the amount received and the adjusted tax basis of the shares.

As a result, you may be subject to a gain or loss on fund shares and will be subject to corresponding tax consequences.

The gain or loss on an investment.

But many people find that after they get «over the hump» of learning about these methods, they make it much easier to calculate gain or loss on sale of mutual fund shares.

The gain or loss on an investment over a certain period, expressed as a percentage.

A capital gain or loss on your investment is the difference between the cost of your shares, including any sales charges, and the amount you receive when you sell them.

When shares are sold, the gain or loss on your investment is the difference between the cost basis of the shares sold and the sales price.

When you sell your shares, the difference between your adjusted cost basis and final net sale price will be taxable as a capital gain or loss on your tax return.

That's the figure you use to calculate gain or loss on sale.

The one - day gain or loss on a security futures contract is determined by calculating the difference between the current day's settlement price and the previous day's settlement price.

At that time, the account of each buyer and seller reflects the amount of any gain or loss on the security futures contract based on the contract price established at the end of the day for settlement purposes (the «daily settlement price»).

Inheritance: If you inherit investment property, your gain or loss on any subsequent disposition of such property is generally treated as a long - term gain or loss regardless of how long you may have actually held the property.

It's only then that you can determine whether you had a gain or a loss on the transaction.

So your gain or loss on these shares would be a long - term gain or loss to you.

They also have the same holding period as the shares you turned in — but only for purposes of determining whether any capital gain or loss on a sale is long - term.

A shareholder of a PFIC may elect each year to recognize gain or loss on the shares as if they had sold the PFIC shares at fair market value.

For example, if your trade date is December 31, 2014 you'll report your gain or loss on your 2014 income tax return, even though the settlement date doesn't occur until 2015.

For tax purposes, any gain or loss on a futures contract is treated as 60 % LTCG and 40 % STCG, colloquially known as the 60/40 rule.

Shareholders generally will recognize a capital gain or loss on the redemptions.

(You are not allowed to recognize either a gain or loss on an annuity if you use a technique called a «1035 exchange.»)

If you want technical details, look at the «average duration» or «average maturity» of the bond fund; as a rough guide, if the duration is 10, then a 1 % change in interest rates would be a 10 % gain or loss on the fund.

Generally the original price paid for an investment, used to determine capital gain or loss on sales of investments such as fund shares or securities the fund owns.

Basis information will be reported along with the calculated gain or loss on the trade.

The Bottom Line As you have seen, there are many different methods of determining your gain or loss on the sale of a particular security.

Any gain or loss on the sale will be short - term.

However, if you sell short - term shares using the average basis method, the remaining per - share basis is what you use to figure the gain or loss on the sale.

I assume I would then have to declare a capital gain or loss on my 2012 year taxes on the stocks and bonds based on the valuation of the assets on the day of the transfer.

For example, if you bought 400 XYZ on June 10, 2000 and received 40 new shares in a non-taxable stock dividend on November 10, 2004, any gain or loss on a sale of the 40 new shares will be treated as a long - term capital gain even if you sold them immediately after you acquired them.

It also allows you to see your gain or loss on each investment.

Derivative instruments, including currency forwards, are only included to the extent of any unrealized gain or loss on such instruments and are shown in the not - rated category.

To calculate your gain or loss on the sale of the shares, subtract your basis from the amount you received for the shares.

On a basic level, you may want to know the gain or loss on a particular stock position before you place a trade.

The IRS created the 1035 exchange to allow an individual to make a change without realizing the gain or loss on the exchange, and thereby avoiding any unwanted tax liability.

Thus, the holder may recognize a capital gain or loss on such a sale.

The IRS requires you to report the foreclosure and the resulting gain or loss on a Form 4797.

You report a capital gain or loss on your income tax return for the year the inherited stock was sold.

Accordingly, the Shareholder generally will recognize gain or loss on the sale in an amount equal to the difference between (1) the amount realized pursuant to the sale of the Shares, and (2) the Shareholder's tax basis for the portion of its pro rata share of the Bitcoins held by the Trust at the time of sale that is attributable to the Shares sold, as determined in the manner described in the preceding paragraph.

Financial risk: The potential for gain or loss on a financial level measured in terms of revenue, return on investment, return on equity, shareholder value, profitability, debt level, capital expenditures and free cash flow.

You will recognize gain or loss on a sale of common units equal to the difference, if any, between the amount realized and your tax basis in the common units sold.

We exclude gain or loss on the sale of property and equipment, and impairment of intangible assets from Adjusted EBITDA because we do not believe that these items are reflective of our ongoing business operations.

Similarly, Cree does not consider realized gains or losses on the sale of assets relating to the restructuring to be reflective of ongoing operating results.

The tax treatment and characterization of the Fund's distributions may vary significantly from time to time depending on whether the Fund has gains or losses on the securities in its portfolio.

The information on a 1099 - K reports the gross proceeds from the transactions involving cryptocurrency but does not provide the necessary details to determine any gains or losses on the transactions.